Google Cloud, every mention

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Verbatim, from the transcripts: the passages where Google Cloud comes up

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▶ 1:43:57 Ben Gilbert They didn't know how to support developers in it at the time, and so that sort of fell on its face, and what is GCP?
▶ 1:44:03 Ben Gilbert Google Cloud Platform is now a very viable player in this race.

▶ 2:29:03 Ben Gilbert What if Jeff still owns a percent of Google, whether Google Cloud wins or whether AWS wins?

▶ 30:38 David Rosenthal Azure and Google Cloud are growing faster, and Amazon, despite being the early leader in cloud, might actually end up losing this market.

▶ 1:47:08 Ben Gilbert They're only available in Google Cloud.
▶ 1:47:10 Ben Gilbert And so Google is sort of counter-positioned against NVIDIA here, where they're saying, we want to differentiate Google Cloud with this offering that depending on your workload, it might be much cheaper for you to use TPUs with us
▶ 1:47:24 Ben Gilbert Then for you to use NVIDIA hardware with us or anyone else, and they're probably willing to eat margin on that in order to grow Google Cloud's share in the cloud market.
▶ 1:47:46 David Rosenthal Like, you can get NVIDIA GPUs in AWS and Azure and Google Cloud, and that is part of the growth story for NVIDIA, too.
▶ 1:49:21 Ben Gilbert If you're Google, and their strategy is what I think it is, of not retailing TPUs at any point, then your customer's only yourself, so you're constrained by the amount of people you can get to use Google Cloud.
▶ 1:49:32 David Rosenthal Well, and at least with Google, they have Google Cloud that they can sell it through.

▶ 5:22 Christina Cacioppo Do you have your AWS, GCP, Heroku, whatever you're using?

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